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SIX
STEPS TO A SUCCESSFUL CAMPAIGN - Step 4
Step 4:
Put Your Plan into Action
The number one
reason people don't give is because they are not asked. People need
information to make an informed decision. You want them to be educated
on United Way and feel good about giving.
Do not assume
that people know what United Way does, how its partner agencies
make a difference, and how employee campaign giving helps. Keep
this in mind as you carry out your plans with meetings and special
events. Your United Way Staff Representative and your Loaned Executive
are available for your meetings and events to make a presentation,
answer questions, or say thank you. Please use them as a resource
for your campaign along with other materials provided.
Asking
Employees To Give
The first step
to a successful solicitation is for you to make your pledge. Then,
ask every employee to give either in a group meeting or one-on-one.
This gives the employee a chance to ask questions about United Way.
Group
Solicitation
A group meeting
can be presented in approximately 20 minutes. Include things to
encourage attendance, e.g., refreshments, decorations, music, door
prizes, etc. During the meeting:
- Have your
CEO welcome employees and give his/her endorsement of United Way
- Have your
Loaned Executive and/or a United Way representative to speak
- Allow employees
to give testimonials
- Show the
video
- Pass out
pledge cards and have pens for signing
- Ask for cards
to be returned at the meeting (or an appropriate date within the
week) and thank everyone for attending
One-on-One
solicitation
The One-on-One
method involves you meeting with an employee individually and asking
for their gift. Be sure you:
- Schedule
an appointment to show you are respectful of the individual's
time
- Consider
who you are meeting with and tailor your presentation to their
interest
- Prepare your
"presentation" in advance and practice
- Present reasons
for giving; share why you give
- Give them
an opportunity to ask questions
- Ask for their
participation at a specified level or ask them to increase their
current gift
Sharing
a Story
Make this effective
through agency tours, fairs, speakers, an employee testimonial,
or a meeting/event presentation by you or the loaned executive.
Agency
Tours & Speakers
Call your Loaned
Executive to schedule tours (your organization should arrange for
their own transportation to and from tours) and speakers and keep
in mind:
- Schedule
tours and speakers a minimum of two weeks in advance
- When choosing
a date and time, allow time for travel as well as the tour
- Give employees
lots of advanced notice
- Send reminders
the day before
- If the size
of your group significantly changes or if you need to cancel,
notify your Loaned Executive at least 24 hours in advance
When you call
your Loaned Executive to schedule a tour or speaker have the following
information:
- Company contact
person's name, title, and phone number
- Address of
where meeting will be held and directions
- Date, time,
and approximate number of people
- Description
of audience, e.g., management, labor, mostly male or female
- Any specific
request of agency or field of service
Presentations
Without question,
a presentation of some sort - whether it is one-on-one or to a group
- is essential to the success of your campaign. Determining the
type of campaign presentation that is best suited for an organization
depends largely on the number of employees, organization structure
and corporate culture.
A presentation
is an excellent opportunity to provide employees not only information
about how their contributions will be invested to improve the health
of the community but also an opportunity to ask questions about
United Way.
A group meeting
agenda usually looks something like this:
Opening remarks
(2 minutes) - open the meeting with a few words about the company's
history of employee campaigns and commitment to this year's campaign.
Announce leadership giving campaign results or the corporate gift
at this time.
Overview (10
minutes) - your United Way representative and an agency speaker
will explain investments that United Way makes in your area and
the counties served by United Way and its partner agencies. Be sure
to include the facts relating to the accountability and efficiency
of United Way.
Show the campaign
video (7-10 minutes)
Ask for pledges
(1 minute) -emphasize the opportunity to give and allow them to
make an individual decision based on the story and facts presented,
not by pressure.
Questions (2
minutes)
Handling
Objections and Questions
When faced with
tough questions or objections remember: an objection is an opportunity
to give positive information about United Way.
When handling
objections to United Way, keep the following things in mind:
- A question
is not an objection
- Don't take
it personally
- Don't argue
- Ask open
ended questions for clarification
- Address the
concern
- Focus on
the positive
If you're not
sure of an answer, say so. Then, call our Communications Department
@ 458-2045 or your Loaned Executive and get back to the person with
an answer quickly.
For additional help with some questions you may face during your
campaign, please refer to Frequently Asked Questions.
Making
a Pledge
At this point,
your employees have heard the story and have been asked to give.
Make giving easy for them and wrap-up easy for you:
- Payroll
Deduction
Giving by Payroll Deduction is a convenient and effective way
for an employee to contribute. If Payroll Deduction is not currently
used at your organization, United Way staff can help you establish
the process.
- Credit
Card
Donors can also pledge and pay by credit card. United Way accepts
payments made through Visa, MasterCard, Discover and American
Express. This method requires providing United Way with a signed
pledge card, credit card number and expiration date. If the donor
does not specify when they would like their card debited, United
Way will debit the credit card on the date the pledge card is
received in the United Way office.
- Stock
Gifts
Donating appreciated stock is an excellent tool that allows donors
to "donate more but feel it less" because the tax deduction
for the donation is based on the current fair market value. For
more information on how to donate stock, contact Marcy Clark at
458-2012.
- Follow-up
Request that all pledge forms be completed and turned in by a
specific date even if the employee chooses not to give. Having
all pledge forms completed and turned in is a good way of recognizing
if every employee was given the opportunity to contribute.
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Step
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Step
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Step
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Step
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Step
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